JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.78B
AUM Growth
+$1.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$123M
3
+$108M
4
OEF icon
iShares S&P 100 ETF
OEF
+$105M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$48.6M

Top Sells

1
+$16.7M
2
+$8.76M
3
+$6.43M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$6.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$5.54M

Sector Composition

1 Technology 12.92%
2 Financials 11.4%
3 Healthcare 10.33%
4 Energy 9.39%
5 Industrials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$162K ﹤0.01%
11,000
1002
$160K ﹤0.01%
15,937
+1,520
1003
$159K ﹤0.01%
+11,225
1004
$159K ﹤0.01%
+568
1005
$158K ﹤0.01%
12,329
1006
$157K ﹤0.01%
27,692
+352
1007
$157K ﹤0.01%
+12,157
1008
$156K ﹤0.01%
+10,060
1009
$155K ﹤0.01%
+11,600
1010
$155K ﹤0.01%
13,392
+2,757
1011
$150K ﹤0.01%
15,475
1012
$150K ﹤0.01%
+20,000
1013
$150K ﹤0.01%
2,913
-212
1014
$146K ﹤0.01%
+12,382
1015
$146K ﹤0.01%
10,267
+200
1016
$146K ﹤0.01%
+10,840
1017
$144K ﹤0.01%
+13,500
1018
$143K ﹤0.01%
11,521
-5,289
1019
$139K ﹤0.01%
11,215
-1,933
1020
$137K ﹤0.01%
+14,911
1021
$136K ﹤0.01%
3,159
1022
$136K ﹤0.01%
14,500
1023
$132K ﹤0.01%
+16,871
1024
$131K ﹤0.01%
23,298
+1,676
1025
$128K ﹤0.01%
10,300
39 40
41
42 43